Unlock Your Potential: Transform Your Financial Planning Career with the Academy of Life Planning
Are you ready to take your career to the next level? The Academy of Life Planning offers you more than just membership—it’s your gateway to transformation. Whether you’re an adviser seeking to break free from product-focused models or a planner ready to build a lifestyle-aligned financial planning business, we’re here to guide you every step of the way.
What You’ll Gain as an Academy Member
1. A GAME Plan Accreditation
With our flagship GAME Plan accreditation, you’ll gain the tools and framework to deliver client-centred, holistic financial planning. The GAME Plan empowers you to help clients align their financial strategies with their life goals, integrating their values, aspirations, and purpose. It's not just a certificate; it's a transformative process that sets you apart.
2.Exclusive Membership Resources
Gain access to our extensive library of tools, educational content, and planning software. These resources are designed to enhance your knowledge and give you a competitive edge in offering bespoke financial strategies to your clients.
3.One-to-One Mentorship with Steve Conley
As an Academy member, you’ll benefit from personalised mentorship from me, Steve Conley. With decades of experience transforming financial lives, I’ll guide you through the nuances of becoming a successful holistic planner. Together, we’ll refine your skills and build your confidence.
4. Peer Mentorship and Community Support
Join a global network of like-minded professionals. Through collaborative mentorship and community forums, you’ll exchange ideas, share experiences, and find support from those on the same journey.
5. Guidance for Lifestyle-Aligned Business Setup
Starting or transitioning your business can feel overwhelming—but not with the Academy by your side. We provide step-by-step guidance to establish a financial planning business that aligns with your lifestyle and values, helping you achieve success on your terms.
6. A Proven Path to Growth
Beyond starting your business, we’ll help you grow it. From marketing strategies to operational best practices, we ensure you have everything you need to scale sustainably while maintaining your focus on serving clients ethically and transparently.
Why Choose the Academy of Life Planning?
At the Academy, we don’t sell products; we sell empowerment. Our mission is to democratise financial planning, making it accessible, ethical, and centred on the needs of real people. We combine education, mentorship, and community to create an environment where you can thrive as a professional while making a genuine difference in your clients’ lives.
Discover Your Way to Meaningful Financial Planning
At the Academy of Life Planning, we’re here to help you take charge of your money and future with confidence.
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For Individuals:
We give you the tools and knowledge to manage your own money, so you don’t need to rely on others. Our goal is to help you feel sure about making smart choices for your future.
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For Professional Financial Planners:
We help you build and grow your business while serving clients who value honesty and independence. We also encourage using digital tools to support all clients, especially those who need extra care.
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What We Offer Everyone:
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Learn About Money: Explore our easy-to-use library to make smarter decisions with confidence.
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Helpful Tools: Use our modern tools to plan better and stay ahead of the game.
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A Friendly Community: Join a global group of people like you to share ideas, learn, and grow.
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Personal Coaching: Get one-on-one advice to reach your personal or professional goals.
We’re here to give you the support and knowledge you need to succeed, because your success matters to us. Let’s begin this journey together!
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Empowering True Client-First Financial Planning
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Transform Your Practice with Client-Centred, Holistic Financial Planning
Join a vibrant community of professional financial planners who focus on creating meaningful, life-centred plans—not selling products. At the Academy of Life Planning, we put clients first, empowering them to become their own financial advisers with expert guidance every step of the way.
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A Holistic Approach That Covers All Aspects of Life
Develop comprehensive financial plans that address every dimension of well-being—financial, physical, social, environmental, and spiritual. Our approach ensures your clients' whole lives are considered, helping them achieve true balance and fulfilment.
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Fast-Track Your Career with Elite Training and Certification
Accelerate your growth with our top-tier planner accelerator programme and earn the respected "Game Plan" Practitioner Certification. Gain the skills and recognition needed to thrive in the evolving world of financial planning.
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Continuous Growth and a Collaborative Network
Experience ongoing support and professional development within a thriving, collaborative community. Our network is designed to help you grow your practice, increase client value, and stay accountable.
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Personalised Support and Mentorship
Receive tailored coaching and benefit from mentor-mentee relationships that provide guidance and inspiration. Our focus is on helping you succeed and achieve your professional goals.
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Build Your Practice on Transparency and Integrity
At AoLP, we help planners create multiple revenue streams built on trust and transparency. Our client-first model empowers you to focus on what truly matters—providing unbiased advice and exceptional service.
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Empowering Individuals to Take Control of Their Financial Future
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Putting You in Control
We’re redefining financial planning by giving individuals the power to manage their own financial future. Our planners serve as your guides, offering the tools and insights needed for true financial independence.
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Education Over Sales
We believe in educating, not selling. Our mission is to provide you with the knowledge and resources to make informed financial decisions, free from product bias.
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Comprehensive Support at Every Stage
Receive access to extensive learning resources and personalised coaching designed to help you excel and navigate the complexities of financial planning confidently.
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Honest, Unbiased Guidance
Experience impartial advice that connects you with trusted, independent resources. Every step is taken with integrity, transparency, and a commitment to your best interests.
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Join Our Vision for a New Era of Financial Planning
Become part of a forward-thinking community that’s dedicated to changing lives through accessible, innovative, and client-centred financial planning. Together, we’re building a future grounded in empowerment, integrity, and true independence.
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Our Core Values:
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Empowerment: Giving you the tools and confidence to succeed.
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Integrity: Transparent, client-first planning at every step.
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Innovation: Embracing new ideas to enhance client experiences.
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Community: Connecting with a network of like-minded professionals.
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Personal Development: Supporting your growth and lifelong learning.
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Decentralisation: Promoting a model free from product-driven conflicts of interest.
Ready to transform your practice? Join us today and be part of a movement that puts people, not products, at the heart of financial planning.
1 / Academy Membership £19/ month.
The ideal support for individuals who want to take charge of their finances, or a supportive community for professional planners.
2 /Mentorship Options.
One-to-one mentorship support for personal or professional planners.
3 / Other Subscriptions.
Tool rentals and e-Commerce maintenance.
Discover Our Services
Discover Support for Your Journey to Becoming a Holistic Wealth Planner (HWP®)
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At the Academy of Life Planning, we’re here to help you every step of the way, whether you’re just starting out or aiming to master holistic financial planning.
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Our range of services is designed to empower both individuals and financial professionals:
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For Individuals: Gain the knowledge and confidence to take control of your financial future.
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For Financial Planners: Build client-focused, purpose-driven practices with our tools and expert guidance.
We offer:
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Membership Resources: Access exclusive tools and materials to support your growth.
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Advanced Training: Learn how to excel in holistic financial planning.
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One-to-One Mentorship: Get personal advice tailored to your goals.
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Business Launch Support: Receive help in starting and growing your practice.
Join a supportive community and unlock the skills and knowledge you need for long-term success. Explore our services today and start your journey to becoming a leader in holistic financial planning.
Your Journey
